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80574 Receivables Management in Microsoft Dynamics GP 2013

New Horizons Computer Learning Centers
Training overview
1 day
Next start date: Contact for info. - United States of America

Course description

Students will learn accounting cycle and processes required to enter invoices and receive payments, and how to enter credit memos, prepayments, small balance write offs, print customer statements, enter and void scheduled payments and month-end processes

Course Outline

Overview and Setup Procedures

  • Features and Benefits
  • Setup Procedures
  • Receivables Management Setup
  • Receivables Setup Options
  • Sales Territory Maintenance
  • Salesperson Maintenance
  • Customer Class Setup
  • Customer Maintenance
  • Customer Maintenance Options
  • National Accounts Maintenance
  • Refund Check Setup
  • Sales Email Setup
  • Beginning Balances
  • Lab : Receivables Management Setup
  • Lab : Set Up a New Sales Territory
  • Lab : Set Up a New Salesperson
  • Lab : Modify a Customer Class
  • Lab : Set Up a New Customer
  • Lab : Set Up a National Account
  • Lab : Set Up Refund Checks

Daily Procedures

  • Transaction Entry Overview
  • Receivables Batch Entry
  • Receivables Transaction Entry
  • Enter Receivables Scheduled Payments
  • Enter Cash Receipts
  • Apply Posted Transactions
  • Enter Refund Checks
  • Batch Recovery
  • Lab : Receivables Transaction Entry
  • Lab : Credit Memo Entry
  • Lab : Receivables Scheduled Payments
  • Lab : Cash Receipts Entry
  • Lab : National Accounts/Cash Receipts Entry
  • Lab : Apply Posted Transactions
  • Lab : Creating and Printing Refund Checks

Maintaining Records

  • NSF Checks, Voiding, and Waiving Posted Transactions
  • Change and Delete Records
  • Edit Receivables Transactions
  • Remove History
  • Reconcile
  • Perform an Inquiry
  • Reports
  • Lab : Voiding a Document
  • Lab : Assessing a Non-Sufficient Funds Charge
  • Lab : Edit Receivables Transactions

Period-End Processing

  • Period-End Procedures Overview
  • Aging Process
  • Finance Charges
  • Print Statements
  • Reprint Statements
  • Paid Sales Transactions Removal
  • Other Period-End Procedures
  • Reconcile Receivables to General Ledger
  • Year-End Routines
  • Lab : Aging Process
  • Lab : Write Off an Invoice

Course Objectives

After completing this course, students will be able to:
Perform Receivables Management related data entry functions including customer invoicing, customer payment application and recurring invoices.
Perform maintenance on Receivables Management documents and maintenance records such as customers, customer classes and scheduled payments.
Apply payments and prepayments to customer balances or against specific invoices.
Print standard reports for audit trail purposes, financial analysis and to verify data entry.
Troubleshoot and correct input errors including an incorrect posting date or incorrect document amounts.
Perform month-end procedures including aging customer documents, closing statement cycles and printing customer statements.

Who should attend?

This course is intended for anyone wanting to learn the basic features and to develop a working knowledge of the typical day-to-day procedures required to effectively use Microsoft Dynamics GP Receivables Management.

About supplier

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New Horizons Computer Learning Centres provide high quality, flexible and intuitive training that is always delivered by award-winning instructors and uses the best resources available. New Horizons is the world’s largest independent IT training company, that has provided industry-leading technical training for...

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